account_balance
Investment manager · 13F filer · SEC CIK 1962382
Two Point Capital Management, Inc.
Reported value$223Mas of Sep 30, 2026
Positions30 2 new, 2 sold out
Top 10 weight64.6%MSFT alone is 11%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
10.5%Trimmed −2%
GOOGLAlphabet Inc.
9.5%Trimmed −4%
DHID.R. Horton Inc
7.9%
ETNEaton Corp PLC
6.9%
CSCOCisco Systems, Inc.
6.5%Trimmed −2%
CMICummins Inc
6.3%
PHParker-Hannifin Corp
4.8%
FISVFiserv Inc
4.6%Trimmed −3%
JJacobs Solutions Inc.
4.6%
DISWalt Disney Co
3.1%New
KNXKnight-Swift Transportation Holdings Inc.
3.0%Trimmed −3%
TMOThermo Fisher Scientific Inc.
3.0%
MSFTMicrosoft Corp
10.5%Trimmed −2%
GOOGLAlphabet Inc.
9.5%Trimmed −4%
DHID.R. Horton Inc
7.9%
ETNEaton Corp PLC
6.9%
CSCOCisco Systems, Inc.
6.5%Trimmed −2%
CMICummins Inc
6.3%
PHParker-Hannifin Corp
4.8%
FISVFiserv Inc
4.6%
JJacobs Solutions Inc.
4.6%
DIS3.1%KNX3.0%TMO3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 10.5% Trimmed −2%GOOGL Alphabet Inc. 9.5% Trimmed −4%DHI D.R. Horton Inc 7.9% HeldETN Eaton Corp PLC 6.9% HeldCSCO Cisco Systems, Inc. 6.5% Trimmed −2%CMI Cummins Inc 6.3% HeldPH Parker-Hannifin Corp 4.8% HeldFISV Fiserv Inc 4.6% Trimmed −3%J Jacobs Solutions Inc. 4.6% HeldDIS Walt Disney Co 3.1% NewKNX Knight-Swift Transportation Holdings Inc. 3.0% Trimmed −3%TMO Thermo Fisher Scientific Inc. 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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